How big is Thomas Lanzetta's plan?

Thomas Lanzetta's plan reported $30.6M in assets and 626 participants for 2024.

Original filing (PDF)20251010091955NAL0017514034001

Thomas Lanzetta

Name: Thomas Lanzetta — M P G II L L C 401(k) Profit, Form 5500 (2024)
Creator: Thomas Lanzetta
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

M P G II L L C 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Thomas Lanzetta's M P G II L L C 401(k) Profit Sharing Plan & Trust held $30.6M in plan assets for 626 participants in 2024, with Paychex as recordkeeper.

Active participants

626

Accounts w/ balance

489

Plan assets (EOY)

$30.6M

Net assets (EOY)

$30.6M

People on this filing

Anthony M. Ward ESQ. signed Thomas Lanzetta's 2024 Form 5500 as plan administrator.

Anthony M. Ward ESQ. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Thomas Lanzetta's EIN is 26-3963128.

EIN 26-3963128

Plan number 001

Plan year 2024

ACK ID 20251010091955NAL0017514034001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Thomas Lanzetta from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Thomas Lanzetta's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THOMAS LANZETTA.

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How this plan invests

This plan

1 pooled trust

Schedule D

38 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Plan sponsor

Name

THOMAS LANZETTA

EIN

all filings

Address

960 HOLMDEL RD STE 2 · HOLMDEL, NJ · 077332100

Phone

(908) 202-3221

Industry

Custom Computer Programming· Professional & Technical Services

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCHEX, INC.	16-1124166	ROCHESTER, NY	RECORDKEEPER	$24K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LEVELIZED COMPENSATION ADVISOR	—	—	INVESTMENT ADVISORY	$65K	—

Investments

38 direct securities · 1 pooled fund· $30.6M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Other securities

$21.9M

23 holdings

Common Collective Trusts

$5.3M

4 holdings

Mutual Funds

$3.1M

10 holdings

Common Collective Trust

$353K

1 holding

Bonds / Notes

$100K

1 holding

					% of plan
JPMorgan Large Cap Growth Fund Class RG Mutual fund shares	Other securities	—	—	$3.5M	11.5%
Vanguard 500 Index Fund Admiral Shares Mutual fund shares	Common Collective Trusts	—	—	$3.4M	11.0%
Voya Target Retirement 2045 Fund Class R6 Mutual fund shares	Other securities	—	—	$3.2M	10.4%
Voya Target Retirement 2050 Fund Class R6 Mutual fund shares	Other securities	—	—	$2.5M	8.3%
Voya Target Retirement 2040 Fund Class R6 Mutual fund shares	Other securities	—	—	$2.1M	6.9%
Voya Target Retirement 2035 Fund Class R6 Mutual fund shares	Other securities	—	—	$1.8M	5.9%
Voya Target Retirement 2030 Fund Class R6 Mutual fund shares	Other securities	—	—	$1.7M	5.6%
Voya Target Retirement 2055 Fund Class R6 Mutual fund shares	Other securities	—	—	$1.6M	5.2%
Voya Target Retirement 2025 Fund Class R6 Mutual fund shares	Other securities	—	—	$1.3M	4.1%
Voya Intermediate Bond Fund Class R6 Mutual fund shares	Other securities	—	—	$1.1M	3.5%
Vanguard Small-Cap Index Fund Admiral Shares Mutual fund shares	Common Collective Trusts	—	—	$660K	2.2%
Vanguard Total International Stock Index Fund Admiral Shares Mutual fund shares	Common Collective Trusts	—	—	$658K	2.1%
PGIM High Yield Fund- Class R6 Mutual fund shares	Other securities	—	—	$629K	2.1%
BlackRock Equity Dividend Fund K Shares Mutual fund shares	Other securities	—	—	$626K	2.0%
Vanguard LifeStrategy Moderate Growth Fund Investor Shares Mutual fund shares	Mutual Funds	—	—	$604K	2.0%
Vanguard Mid-Cap Index Fund Admiral Shares Mutual fund shares	Common Collective Trusts	—	—	$561K	1.8%
Vanguard LifeStrategy Growth Fund Investor Shares Mutual fund shares	Mutual Funds	—	—	$533K	1.7%
Voya Target Retirement 2060 Fund Class R6 Mutual fund shares	Other securities	—	—	$499K	1.6%
MFS Research, lnternational Fund Class R6 Mutual fund shares	Mutual Funds	—	—	$458K	1.5%
Fidelity Advisor Balanced Fund - Class Z Mutual fund shares	Mutual Funds	—	—	$394K	1.3%
JPMorgan Small Cap Growth Fund Class R5 Mutual fund shares	Other securities	—	—	$357K	1.2%
THE STANDARD STABLE ASSET II STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 690	Common Collective Trust	—	—	$353K	1.2%
Vanguard LifeStrategy Conservative Growth Fund Investor Shares Mutual fund shares	Mutual Funds	—	—	$253K	0.8%
DFA Inflation-Protected Securities Portfolio Insitiutional Class Mutual fund shares	Mutual Funds	—	—	$230K	0.8%
Carillon Eagle Mid Cap Growth Fund class R6 Mutual fund shares	Other securities	—	—	$200K	0.7%
DFA Real Estate Securities Portfolio lnstitutional Class Mutual fund shares	Mutual Funds	—	—	$181K	0.6%
American Funds New World Fund Class R-6 Mutual fund shares	Mutual Funds	—	—	$157K	0.5%
Pioneer Equity Income Fund Class K Mutual fund shares	Other securities	—	—	$143K	0.5%
PIMCO Commodity Real Returm Strategy Fund Institutional Class Mutual fund shares	Mutual Funds	—	—	$126K	0.4%
Voya Target In-Retirement Fund Class R6 Mutual fund shares	Other securities	—	—	$119K	0.4%
Vanguard LifeStrategy Income Fund Investor Shares Mutual fund shares	Mutual Funds	—	—	$118K	0.4%
BNY Mellon Natural Resources Fund Class I Mutual fund shares	Other securities	—	—	$108K	0.4%
Allspring Special Small Cap Value Fund - Class R6 Mutual fund shares	Other securities	—	—	$102K	0.3%
from participants and 9.50% with maturities through 2028	Bonds / Notes	—	—	$100K	0.3%
Pioneer Strategic lncome Fund Class K Mutual fund shares	Other securities	—	—	$94K	0.3%
Voya Target Retirement 2065 Fund Class R6 Mutual fund shares	Other securities	—	—	$89K	0.3%
Virtus Ceredex Mid-Cap Value Equity Fund Class R6 Mutual fund shares	Other securities	—	—	$62K	0.2%
AB Global Bond Fund Class Z Mutual fund shares	Other securities	—	—	$19K	<0.1%
Parametric Commodity Strategy Fund Class I Mutual fund shares	Other securities	—	—	$9K	<0.1%